Legacy Financial Group (Iowa)

Legacy Financial Group (Iowa) Portfolio holdings

AUM $716M
1-Year Est. Return 10.12%
This Quarter Est. Return
1 Year Est. Return
+10.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$425M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$5.28M
3
+$4.44M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.59M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.93M

Top Sells

1
+$5.36M
2
+$5.16M
3
+$4.74M
4
IYW icon
iShares US Technology ETF
IYW
+$2.22M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.73M

Sector Composition

1 Consumer Discretionary 1.67%
2 Financials 1.66%
3 Technology 1.3%
4 Industrials 1.22%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.73K ﹤0.01%
+34
477
$1.73K ﹤0.01%
+60
478
$1.69K ﹤0.01%
+22
479
$1.69K ﹤0.01%
+22
480
$1.67K ﹤0.01%
+200
481
$1.65K ﹤0.01%
+5
482
$1.65K ﹤0.01%
+167
483
$1.63K ﹤0.01%
+12
484
$1.55K ﹤0.01%
+17
485
$1.48K ﹤0.01%
+200
486
$1.48K ﹤0.01%
+8
487
$1.46K ﹤0.01%
+59
488
$1.46K ﹤0.01%
+4
489
$1.46K ﹤0.01%
+8
490
$1.46K ﹤0.01%
+154
491
$1.43K ﹤0.01%
+37
492
$1.43K ﹤0.01%
+93
493
$1.39K ﹤0.01%
+200
494
$1.37K ﹤0.01%
+15
495
$1.37K ﹤0.01%
+70
496
$1.37K ﹤0.01%
+200
497
$1.36K ﹤0.01%
+170
498
$1.36K ﹤0.01%
+30
499
$1.35K ﹤0.01%
+32
500
$1.34K ﹤0.01%
+6
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